Envestnet Portfolio Solutions
CMA

Envestnet Portfolio Solutions’s Comerica CMA Stock Holding History

Envestnet Portfolio Solutions’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,171
Closed -$490K – 1732
2024
Q3 		$490K Buy
8,171
+947
+13% +$52.2K ﹤0.01% 1216
2024
Q2 		$369K Sell
7,224
-1,730
-19% -$88.4K ﹤0.01% 1264
2024
Q1 		$492K Buy
8,954
+143
+2% +$7.46K ﹤0.01% 1129
2023
Q4 		$492K Buy
+8,811
New +$398K ﹤0.01% 1066

Other funds holding CMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Portfolio Solutions's CMA Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Comerica (CMA) in Q4 2024, closing a stake of 8,171 shares — an estimated $490K sold.

Envestnet Portfolio Solutions first reported a position in CMA in Q4 2023 and held it in 4 quarters. The position peaked at $492K in Q1 2024. 573 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 8,171 Comerica shares in Q4 2024, an estimated $490K.
  • Envestnet Portfolio Solutions first reported a position in Comerica in Q4 2023 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Comerica position peaked at $492K in Q1 2024.
  • 573 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.